See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,967 | $99,020+123.2% | $86,590+155.2% | $147,584+49.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.56% | 1312.34%-1296.8pp | 964.84%-949.3pp | 578.55%-563.0pp |
| Employer contribution / active EE | $5,655 | $3,132+80.6% | $2,839+99.2% | $4,876+16.0% |
| Participant deferral / active EE | $6,943 | $3,972+74.8% | $3,609+92.4% | $5,439+27.7% |
| Admin fee / account holder | $201 | $5,710-96.5% | $4,906-95.9% | $10,885-98.2% |